Blue Bell Private Wealth Management’s Innovator Emerging Markets Power Buffer ETF January EJAN Stock Holding History

Blue Bell Private Wealth Management’s Portfolio EJAN Stock Details EJAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Hold	5,928	–	–	0.03%	272
2026 Q1	$201K	Buy	5,928 +5,466	+1,183%	+$189K	0.03%	267
2025 Q4	$15.6K	Hold	462	–	–	﹤0.01%	512
2025 Q3	$15.3K	Sell	462 -38	-8%	-$1.24K	﹤0.01%	506
2025 Q2	$16K	Buy	+500	New	+$15.4K	﹤0.01%	487
2023 Q3	–	Sell	-526	Closed	-$14.9K	–	684
2023 Q2	$14.9K	Sell	526 -10	-2%	-$281	﹤0.01%	383
2023 Q1	$15.1K	Hold	536	–	–	﹤0.01%	343
2022 Q4	$14.6K	Hold	536	–	–	﹤0.01%	339
2022 Q3	$13K	Hold	536	–	–	﹤0.01%	347
2022 Q2	$15K	Hold	536	–	–	0.01%	342
2022 Q1	$15K	Hold	536	–	–	﹤0.01%	355
2021 Q4	$16K	Buy	+536	New	+$16K	﹤0.01%	331

Other funds holding EJAN

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

LIWM

Long Island Wealth Management Melville, New York $242M AUM 17.72% 1-Year Est. Return

AFS

Access Financial Services Minneapolis, Minnesota $305M AUM 15.71% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return

SAG

SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Corrado Advisors Ramsey, New Jersey $217M AUM 26.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Blue Bell Private Wealth Management's EJAN Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Innovator Emerging Markets Power Buffer ETF January (EJAN) position steady in Q2 2026 at 5,928 shares worth $213K. The position accounts for 0.03% of the portfolio, ranked #272.

Blue Bell Private Wealth Management first reported a position in EJAN in Q4 2021 and has held it in 12 quarters since. 93 funds tracked by Wall St. Rank hold EJAN as of Q2 2026.

Blue Bell Private Wealth Management held 5,928 shares of Innovator Emerging Markets Power Buffer ETF January worth $213K as of Q2 2026.
Blue Bell Private Wealth Management left its Innovator Emerging Markets Power Buffer ETF January share count unchanged in Q2 2026.
Innovator Emerging Markets Power Buffer ETF January made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #272 holding.
Blue Bell Private Wealth Management first reported a position in Innovator Emerging Markets Power Buffer ETF January in Q4 2021 and has held it in 12 quarters since.
93 funds tracked by Wall St. Rank held Innovator Emerging Markets Power Buffer ETF January as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.